News, Comment & Analysis results for Archive

Company Profiles
29 June 2026

Trusted Relationships, Not Transactions – In Conversation With Meta Octav

WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that...

New Products
29 June 2026

Lombard Odier And Alpha Japan Bolster Collaboration

Lombard Odier and Alpha Japan have expanded access in Japan to Lombard Odier's global asset...

People Moves
29 June 2026

Mirova Names New CEO

The new CEO's leadership in sustainable finance, industry recognition, and deep knowledge of the...

Client Affairs
29 June 2026

Accelerating Growth In Asia: Amundi’s Second Home Market

Amundi, a Paris-based European asset manager with €2.4 trillion ($2.7 trillion) of assets under...

Alt Investments
29 June 2026

UK Fund Managers Boost Private Markets Investment

New research from Wealth Club, a UK non-advised investment service for high net worth individuals,...

Company Profiles
29 June 2026

"Organic" Is Growth Watchword For Mirabaud's UK Wealth Business

This news service recently sat down with the head of the UK business arm of Mirabaud Wealth...

Surveys
29 June 2026

Family Offices Take On More Risk In Alternatives – Survey

The survey examines what family offices around the world think of alternative investments and the...

Asset Management
29 June 2026

What's New In Investments, Funds? – Hamilton Lane, iCapital, Fortem Capital, Others

The latest news in investment offerings, financial products and other services relevant to wealth...

Surveys
26 June 2026

Half Of UK Wealth Managers Can't See Their Clients' Crypto – CoinShares

CoinShares, a Jersey-headquartered global asset manager specialising in digital assets, has...

Surveys
26 June 2026

Technology, Private Markets Loom Large For Financial Institutions – Survey

Emerging technologies such as AI, and the increasing importance of private markets, are two major...

Comment & Analysis results for Archive

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using...

Wealth Strategies
15 February 2024

Money Market Funds Get Chance To Shine

A variety of forces have encouraged large inflows into money market funds, for example in the US....

Technology
5 February 2024

How T3 Experts See Artificial Intelligence

AI may not have dominated discussions at the recent annual T3 conference in Las Vegas, but...

Philanthropy
2 February 2024

Making An Impact - In Conversation With Big Issue Group's Nigel Kershaw

WealthBriefing talks to a prominent figure in the UK philanthropy/impact investing world, involved...

Company Profiles
29 January 2024

Fast-Moving GSB Flags Big Ambitions

We talk to a wealth management firm, based in Dubai, which is expanding into markets including the...

Philanthropy
26 January 2024

Taking Risks Out Of Philanthropy

We talk to law firm Farrer & Co and a lawyer working in the charities area about the kind of themes...

Company Profiles
23 January 2024

Legatum Eyes New Frontiers For Impact, Entrepreneurship

Philanthropy and impact aren't "nice-to-haves" for this firm but the main event – in fact the...